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Schwab Strategic Tr us dividend eq shares owned by Proficio Capital Partners

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Proficio Capital Partners from 13F filings

Historical chart of Proficio Capital Partners investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Proficio Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Proficio Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $323k 4.0k 80.63
2023-09-30 $332k 4.7k 70.76
2019-06-30 $80k 1.5k 53.33
2019-03-31 $78k 1.5k 52.00
2018-12-31 $70k 1.5k 46.67
2018-09-30 $80k 1.5k 53.33
2018-06-30 $74k 1.5k 49.33
2018-03-31 $74k 1.5k 49.33
2017-12-31 $92k 1.8k 51.25
2017-09-30 $244k 5.2k 46.82
2017-06-30 $823k 18k 45.86
2017-03-31 $1.4M 32k 44.95
2016-12-31 $3.4M 78k 43.57
2016-09-30 $3.2M 76k 42.31
2016-06-30 $3.3M 79k 42.55
2016-03-31 $230k 5.7k 40.16
2015-12-31 $108k 2.8k 38.68